High Net Worth Wealth Management

Wealth Management for High Net Worth Individuals in Perth

Capital Partners is Perth’s only CEFEX-certified wealth management firm. We work with individuals and families with investable assets of

million or more, providing fiduciary advice that is legally bound to serve your interests first.

Since 1999, we have helped high net worth families in Perth achieve genuine financial clarity: not just returns, but

that reflect who you are, what you value, and what you want to leave behind.

Most wealth advisers are paid to sell products. We are not.

As a fiduciary firm under AFSL 227148, we receive no commissions and hold no ownership ties to investment products. Our only obligation is to you.

We are also the only firm in Western Australia certified by the Centre for Fiduciary Excellence (CEFEX), an independently audited standard held by fewer than a handful of Australian firms. For high net worth individuals who want certainty that their adviser’s interests are fully aligned with their own, CEFEX certification is the clearest proof available.

We have been recognised as Australia’s Best Professional Practice by the Financial Advice Association of Australia (FAAA) three times: in 2017, 2019, and 2024. No other wealth management firm in Australia has achieved this more than once.

Our goal for every client is true prosperity: wealth that is intelligently managed, properly protected, and aligned to what matters most to you and your family. For families thinking about the next generation,